Goltermann Lori 4
Research Summary
AI-generated summary
Aon (AON) Lori Goltermann (CEO, Regions & NA) Receives RSUs
What Happened
- Lori Goltermann, CEO, Regions & North America at Aon plc, had restricted share units (RSUs) convert to 518 Class A ordinary shares on March 13, 2026 (228 + 290). To satisfy tax withholding, the issuer withheld 225.324 shares (99.177 + 126.147), valued at $321.41 per share, totaling $31,876 and $40,545 respectively (combined ≈ $72,421). The net shares retained by Goltermann were roughly 293 shares (518 vested − 225.324 withheld).
- This was a vesting/settlement of compensation awards (not an open-market sale). The actions are routine tax-withholding related to RSU vesting.
Key Details
- Transaction date: March 13, 2026; Form 4 filed March 17, 2026.
- Vesting/conversion: 228 and 290 RSUs converted to Class A ordinary shares (total 518).
- Tax withholding: 99.177 and 126.147 shares withheld at $321.41 per share; cash value reported $31,876 and $40,545 (total ≈ $72,421).
- Footnotes: Shares were acquired upon RSU vesting (F1); shares were withheld by the issuer for taxes (F2); RSUs convert 1-for-1 and the reporting person paid a nominal €/$0.01 per share under Irish law (F3). Grants originated Mar 15, 2023 and Mar 14, 2025 with standard multi-year vesting (F4, F5).
- Shares owned after the transaction were not disclosed in the filing.
- Transaction codes on the Form 4: M = conversion/exercise of derivative (RSU settlement); F = payment of exercise price/tax liability (share withholding).
Context
- RSU vesting with issuer withholding is a common, non-dispositive compensation event: shares are issued and the company retains a portion to cover taxes. This differs from an outright sale by the insider and generally does not signal a trading decision.
- If you track insider buying/selling for sentiment, note that this filing reflects compensation settlement and tax withholding rather than a voluntary sale or purchase.